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TUE 29 SEPT 2026 · 94 new pieces this week

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Jess Schram
The Durable Majority
AI is enabling a new class of profitable, capital-efficient software companies that venture is ill-equipped to fund.
Menlo VC
2026: The State of Consumer AI
Consumer AI spending tripled to $40B in 2026 while adoption grew just 3 points, as existing users deepened engagement through higher payment rates (55%), daily…
Emily Man
Enterprise AI is Finally Delivering on the Promise SaaS Made
Enterprise AI's real opportunity isn't raw intelligence—it's encoding organizational expertise through continual learning loops that compound across customer…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerMarketing & Sales TechRoboticsCybersecurityBanking & Capital MarketsManufacturing & IndustrialsRetail & E-commerce

Tuesday, 18 January 2022

31 pieces
David Teten
The Investment Manager of the Future
Foundation Capital
How to Amp it Up
Rak Garg
ServiceThen, ServiceNow, ServiceTomorrow
Pratyush Buddiga · Pratyush Buddiga, Chief of Staff @ Susa Ventures
Lessons in Storytelling
Point72 Ventures
Permiso emerges from stealth with $10M to tackle the next wave of cloud security
Newcomer · Eric Newcomer
Across the Pond (w/Ophelia Brown)
The Micromobility Newsletter · Team M
🗽 New Mannahatta?
A Wealth of Common Sense · Ben Carlson
Will Higher Mortgage Rates Derail the Housing Market?
Emergent · Mikal Khoso
An Interview with Breadfast CEO Mostafa Amin
Pirate Wires · Mike Solana
Hereticon, Notes from the IRL
Anthemis Insights
After a Massive Year, Fintech Leads the Pace of Change in VC
Matt Turck
New Investment: Softr
Loup Ventures
Loup TV 128: Microsoft Takes Content to New Level
Eniac Ventures
Eniac Ventures is ready for your pitches
TCV
How Nerdy Built Trust with Investors, Parents, and Students While Navigating an Ever-Changing Education Landscape
Ripple Ventures
Launching the RippleX Fellowship Course
Kyle Harrison
The Unbundling of Venture Capital
Tough Venturing · John Tough
Portfolio Sales Kickoffs (“SKOs”)
Tough Venturing · John Tough
Portfolio Sales Kickoffs (“SKOs”)
First1000 · Ali Abouelatta
GTM Canon
Venture Unlocked · Samir Kaji
QED Investors' Frank Rotman in breaking down the venture market today, determining how to compete today, and how QED makes decisions.
The Diff
Headcount, Dealflow, and Finance as a Recruiting Business
Stratechery
The Intel Split
Not Boring · Packy McCormick
The Web3 Debate
David Paul · David Paul
San Diego Bound!
OpenView Partners
The Ultimate Product-Led Growth Resources Guide
Creandum
Creandum is hiring a Principal in Berlin. Join us or recommend a friend!
Deconstructor of Fun
Clash Mini - Contender or a Pretender?
Madrona Ventures
Founded and Funded: Trevor Thompson of TerraClear on Leadership, AgTech and Building for Farmers
Multicoin Capital
The Composable NFT Standard
Tomasz Tunguz · Tomasz Tunguz
Is Compensation Stagnation to Blame for the Great Resignation?

Monday, 17 January 2022

9 pieces
Loup Ventures
Loup TV 127: Crypto.com Hack; Apple App Store Headaches; Deciphering Tech Price Increases
NICOLAS VON BLOTTNITZ
Arc, Masters, Arcade, BasicBlock, Lendis–17th January, 2022
Tanay's Newsletter · Tanay Jaipuria
Customer Concentration Risk in B2B Tech Companies
High Tea
🍾 Bucks Fizz #35
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in Sustainability
Andy Weissman
What Time Does The Bus Come?
Andy Weissman
What Time Does The Bus Come?
Continuations · Albert Wenger
Humanism’s Twin Goals for Society: Freedom and Solidarity
Hunter Walk
The Role That Luck Plays In Our Success
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